B
ACWV icon

Baird’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Baird’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,215
Closed -$281K – 1269
2014
Q3 		$281K Sell
4,215
-269
-6% -$18.1K ﹤0.01% 989
2014
Q2 		$300K Buy
4,484
+35
+0.8% +$2.3K ﹤0.01% 981
2014
Q1 		$286K Buy
4,449
+17
+0.4% +$1.07K ﹤0.01% 993
2013
Q4 		$282K Buy
4,432
+24
+0.5% +$1.52K ﹤0.01% 987
2013
Q3 		$272K Buy
4,408
+249
+6% +$15.3K 0.01% 946
2013
Q2 		$249K Buy
+4,159
New +$258K 0.01% 949

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return